Swiss Heritage
Since 1985
About Us
Privately-Owned Financial Institution
We are a privately-owned financial institution, with almost 40 years of Swiss heritage that exemplifies the finest wealth & asset management traditions.
As an award-winning independent asset manager, we are keenly aware of the importance of considering the cross generational impact of investment and wealth-management decisions.
We appreciate that every client is unique, and every need is different. This leads us to create tailored solutions to meet our clients’ goals while maintaining institutionalized processes of asset management.
Our key business areas are asset & wealth management, private equity & venture capital and family office services. We work exclusively with high & ultra-high-net-worth individuals, families and institutions.
Experience, Expertise and Excellence
Market Knowledge
More than 185 years of combined market experience
Specific Skillset
Equities, Fixed Income, Foreign Exchange, Loans, Mortgages, Funds, Private Investments, Structured Products, Mergers & Acquisitions
Institutional Background
ABN, ANZ Bank, BAML, UOB, CIC, Natixis, BOS, Barclays, Citibank, Credit Suisse, DBS, EFG Bank, Emirates Bank, HSBC, Julius Baer, Lloyds, Morgan Stanley, PWC, Safra Sarasin
Employment Experience
New York, London, Frankfurt, Tokyo, Paris, Zurich, Dubai, Singapore & Hong Kong
Research Capabilities
Dedicated teams committed Macro and Micro Research across asset classes: Fixed Income, Equity and Alternative Assets
Risk Management
Significant resources have been invested in developing robust and auditable investment processes
Our Management
Cem Azak
Chairman & CEO
“Knowing what you don’t know is more important than what you think you know”
Lucy Gao-Azak
Chief Operating Officer & Head of Wealth Management
“The secret to successful investing is the result of persistent hard work, preparation and experience.”
Marcus Tan
Head of Investments
“Capital enhancement and preservation is a marathon, not a sprint”
Our Awards & Accolades
Crossinvest Recent Awards
Winner (2023) – Most Innovative Digital Offering
Winner (2023) – Best Servicing Clients From Australia
Winner (2023) – Best Servicing Clients From Singapore
Winner (2022) – Overall Digital Engagement – Wealth Briefing Asia
Winner (2022) – Innovative Use of Technologies – Wealth Briefing Asia
Winner (2022) – Best Client Service – Wealth Briefing Asia
Winner (2022) – Most Effective Investment Service Offering – Private Banker International
Winner (2021) – Rising Star for Asia-Pacific – Private Banker International
Winner (2021) – Best Independent Wealth Manager Singapore – International Business Magazine
Winner (2021) – Best Multi-Family Office – International Business Magazine
Founding Member – Association of Independent Wealth Managers (Singapore) (formerly known as Association of Independent Asset Managers (Singapore))
Our Awards & Accolades
Crossinvest (Asia) is a multi award-winning asset manager.
